401(k) · DOL Form 5500 · 2023

Oscar Management Corporation 401(k) Plan

Data updated 2026-08-11

$112M
Total assets
2,724
Participants
92nd
Percentile by assets
$41,028
Avg per participant
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Official DOL plan name: Oscar Health 401(k) Plan · Sponsored by Oscar Management Corporation · New York · Finance & Insurance

$112M in assets, 2,724 participants

Oscar Management Corporation's Oscar Health 401(k) Plan reported $112M in total assets and 2,724 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 92nd percentile by assets (of 127,072 plans)
  • #7,781 in Finance & Insurance (8,869 peers)

Coverage in New York

Oscar Health 401(k) Plan covers 2,724 participants in New York, 3.4x the typical New York plan (state average ~798 per filing). Assets: $112M.

$112M
total plan assets (2023 EOY)
2,724
covered participants
92nd
percentile by assets (of 127,072 plans)
$41,028
avg assets per participant

Where Oscar Health 401(k) Plan sits by total assets

Oscar Health 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$111,760,023 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oscar Health 401(k) Plan reported net income rose from $10M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Oscar Health 401(k) Plan end-of-year assets rose from $74M in the plan year 2022 filing to $112M in the plan year 2023 filing.
  • Oscar Health 401(k) Plan reported participants rose from 2,614 in the plan year 2022 filing to 2,724 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Oscar Health 401(k) Plan reports 2,724 participants - 3.4x that state average ($112M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$112M
Net Income$38M
Employer EIN473979452
Plan Effective Date2017-10-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Oscar Management Corporation)

$50M$100M$150M$200M 202220232024 $73.6M $145M ▲ +97.4%
Total plan assets by year, all Oscar Management Corporation plans on file
Year Plans Participants Total Assets
2022 1 2,614 $74M
2023 1 2,724 $112M
2024 1 2,373 $145M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oscar Health 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Oscar Health 401(k) …, Total assets ($B): 0.111760023 · Participants: 2724Oscar Health 401(k) …IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
Oscar Health 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Oscar Health 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Oscar Health 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Oscar Health 401(k) Plan assets move in 2023? ▼
Oscar Health 401(k) Plan surged - up 51.9% during 2023, from $74M to $112M. Reported net income was $38M.
How have Oscar Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oscar Management Corporation's sponsor-wide assets grew 97.4%, from $74M to $145M.
Where does Oscar Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Oscar Health 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Oscar Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Logicalis, Inc. 401(k) Profit Sharing Plan in MI ($112M, 670 participants).

Next read for Oscar Health 401(k) Plan

Filing takeaways

Ways to act on Oscar Health 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473979452.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.